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Issue Name:MARCH - APRIL
Cover:Changing Landscape of The Financial Planning Industry
Content:
S.No.Section NameTopicAuthor
1EDITOR SPEAK Ranjeet S Mudholkar, CFP
2CHARTER MEMBER SPEAK“FPSB India is doing commendable work in furthering the Financial Planning movement in the country and facilitating the creation of a pool of quality financial advisors to serve customers.”Message By : Malay Ghosh
President
Reliance Life Insurance Company Ltd.
3READER’S FORUMLetters to the Editor 
4INDUSTRY STATSIndustry Statistics 
5FP REPORTER● Budget : Impact on Personal Finance
● Single KYC norm in the Offing
● Service tax relief for MF distributors
● New Mutual Fund Advertising Norms
● Interest Rate Changes
● IRDA for Cap on Life Cover
● PMS Ticket Size goes Up
● AMFI curtails upfront commissions
● Motor insurance sees first shift
● The Case of the Orphaned Policies
 
6FOCAL POINTChanging Landscape of the Financial Planning IndustryNarayan Krishnamurthy
7GLOBAL INVESTINGGive a Global Edge to InvestmentsHarshendu Bindal
President Franklin Templeton Investments (India)
8FP CLASSROOMAppreciating the Concept of Credit Default SwapsJoydeep Sen, CFP
Senior Vice President-Advisory Desk-Fixed Income
BNP Paribas Wealth Management
9ASSET ALLOCATIONOptimizing Asset AllocationGurpreet Singh, CFP
Business Consultant & Advisor
10RISK ASSESSMENTAssessing Risk ToleranceApoorva Vora, CFP
Head – Products
TrustPlutus Wealth Managers (India) Private Limited
11CRYSTAL GAZINGScripting the Future of Wealth Creation for IndiansVikaas M. Sachdeva
CEO Edelweiss AMC
12MY STORYIndependent Financial PlannerVivek T Mallick, CFP
Proprietor
Finesse Capital Financial Planners
13MY STORYInstitutional Financial PlannerArun Khera, CFP
Assistant General Manager
The Bank of Tokyo - Mitsubishi UFJ Ltd.
14TAX QUERY CORNERQuestions and Answers on TaxationTax Expert from
S. C. Vasudeva & Co.
15EDUCATION PROVIDERS’ DIRECTORY  
16CFP CERTIFICANTS’ DIRECTORY  
17CONTINUOUS EDUCATION QUIZ  
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